Civic Intelligence

Castanea Foundation Inc.

990PF • Fiscal year 2025 • EIN 20-2727759

Apr 01, 2024 to Mar 31, 2025 • Filed on Feb 12, 2026

Organization Profile
PO Box 64Montpelier, VT 05601

(978) 257-1826

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

47th percentile

0.10x

Higher debt load relative to revenue than 47% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Source year 2025

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • $5M-$10M nonprofits • Source year 2025

Asset Growth

41st percentile

1.6%

Faster asset growth than 41% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-18%

Faster revenue growth than 13% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,652,631

Up $90,529 (+1.6%) from 2024

Net Assets

Up

$5,636,631

Up $92,779 (+1.7%) from 2024

Liabilities

Down

$16,000

Down $2,250 (-12%) from 2024

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin93rd percentile

Revenue

Down

$152,849

Down $34,515 (-18%) from 2024

Expenses

Up

$60,070

Up $4,318 (+7.7%) from 2024

Net Income

Down

$92,779

Down $38,833 (-30%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2012: $7,575,774Liabilities 2012: $524,7142012Assets 2013: $8,448,129Liabilities 2013: $361,8922013Assets 2014: $9,536,110Liabilities 2014: $114,4552014Assets 2015: $9,467,726Liabilities 2015: $75,1222015Assets 2016: $10,299,233Liabilities 2016: $270,0132016Assets 2019: $7,299,441Liabilities 2019: $145,779Net Assets 2019: $7,153,6622019Assets 2020: $6,878,515Liabilities 2020: $3,275Net Assets 2020: $6,875,2402020Assets 2021: $6,741,146Liabilities 2021: $1,940Net Assets 2021: $6,739,2062021Assets 2022: $6,264,581Liabilities 2022: $13,650Net Assets 2022: $6,250,9312022Assets 2023: $5,431,583Liabilities 2023: $19,343Net Assets 2023: $5,412,2402023Assets 2024: $5,562,102Liabilities 2024: $18,250Net Assets 2024: $5,543,8522024Assets 2025: $5,652,631Liabilities 2025: $16,000Net Assets 2025: $5,636,6312025

Highlighted filing

2025

Assets$5,652,631
Liabilities$16,000
Net Assets$5,636,631
Open 2025 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $2,091,597Expenses 2012: $863,873Net Income 2012: $1,227,7242012Revenue 2013: $2,029,445Expenses 2013: $1,007,986Net Income 2013: $1,021,4592013Revenue 2014: $2,171,621Expenses 2014: $836,203Net Income 2014: $1,335,4182014Revenue 2015: $573,042Expenses 2015: $602,093Net Income 2015: -$29,0512015Revenue 2016: $1,237,053Expenses 2016: $600,437Net Income 2016: $636,6162016Revenue 2019: -$142,952Expenses 2019: $549,331Net Income 2019: -$692,2832019Revenue 2020: $91,601Expenses 2020: $370,023Net Income 2020: -$278,4222020Revenue 2021: -$83,951Expenses 2021: $137,223Net Income 2021: -$221,1742021Revenue 2022: -$75,698Expenses 2022: $405,456Net Income 2022: -$481,1542022Revenue 2023: $9,938Expenses 2023: $848,809Net Income 2023: -$838,8712023Revenue 2024: $187,364Expenses 2024: $55,752Net Income 2024: $131,6122024Revenue 2025: $152,849Expenses 2025: $60,070Net Income 2025: $92,7792025

Highlighted filing

2025

Revenue$152,849
Expenses$60,070
Net Income$92,779
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 12, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALLACE TAPIASecretary-$0--
AUSTIN D HARTTreasurer-$0--
MEGAN CAMPPresident-$0--
Filing and Contact Details

Filer

Filer Name
Castanea Foundation Inc
EIN
20-2727759
Phone
9782571826
Address
PO BOX 64, MONTPELIER, VT 05601

Signing Officer

Name
Wallace W Tapia CPA
Title
Secretary & Authorized Tax Officer
Phone
9782571826
Signed
2026-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Eag New England LLC
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Eugene Borgonzi
Phone
6172276161
Raw XML Appendix312 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0243141
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047993
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0195148
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02550
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03187
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0637
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0561289
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt190838
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2751437
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt348178
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt446551
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt51060
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt631587
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PRI: INVESTMENT IN LLC - THE CELLARS AT JASPER HILL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PRI: INVESTMENT IN FLEXIBLE CAPITAL FUND - VSJF
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2PRI: INVESTMENT IN LOW-PROFIT LLC - TAPROOT CAPITAL FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3PRI: 3% MORTGAGE RECEIVABLE - UNRELATED INDIVIDUALS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4PRI: 3.5% NOTE RECEIVABLE - UNRELATED INDIVIDUALS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5ACCRUED INTEREST & PREFERRED DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6PRI: NOTE RECEIVABLE - JONESLAN FARM
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0540164
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt178715
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2765604
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt333928
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt418111
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt531587
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0540164
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt178715
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2765604
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt333928
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt418111
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt531587
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0318
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01356
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02712
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-28674
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 INCOME/(LOSS) FROM PRI'S
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-19824
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-28674
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt039000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt039000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt05171
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WALLACE W TAPIA CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY & AUTHORIZED TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09782571826
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASTANEA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CAST
ReturnHeader/Filer/EIN0202727759
ReturnHeader/Filer/PhoneNum09782571826
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 64
ReturnHeader/Filer/USAddress/CityNm0MONTPELIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0992277914
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EAG NEW ENGLAND LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0160 FEDERAL STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06172276161
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE BORGONZI
ReturnHeader/ReturnTs02026-02-12T09:50:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,652,631
Liabilities
$16,000
Net assets
$5,636,631
Revenue
$152,849
Expenses
$60,070
Net income
$92,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.65$0.02$5.64$0.15$0.06$0.09
2024Detailed filing. Detailed filing data is available for this year.$5.56$0.02$5.54$0.19$0.06$0.13
2023Detailed filing. Detailed filing data is available for this year.$5.43$0.02$5.41$0.01$0.85$0.84
2022Detailed filing. Detailed filing data is available for this year.$6.26$0.01$6.25$0.08$0.41$0.48
2021Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.08$0.14$0.22
2020Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.09$0.37$0.28
2019Detailed filing. Detailed filing data is available for this year.$7.30$0.15$7.15$0.14$0.55$0.69
2016Summary only. Only limited summary data is available for this year.$10.3$0.27$1.24$0.60$0.64
2015Summary only. Only limited summary data is available for this year.$9.47$0.08$0.57$0.60$0.03
2014Summary only. Only limited summary data is available for this year.$9.54$0.11$2.17$0.84$1.34
2013Summary only. Only limited summary data is available for this year.$8.45$0.36$2.03$1.01$1.02
2012Summary only. Only limited summary data is available for this year.$7.58$0.52$2.09$0.86$1.23